Automate WhatsApp Messaging with Pabbly Connect and Instamojo

Learn how to automate WhatsApp messaging for Instamojo payments using Pabbly Connect. Step-by-step tutorial on integrating WhatsApp and Instamojo. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start using Pabbly Connect for integrating WhatsApp and Instamojo, visit the Pabbly Connect homepage. You can access it by typing the URL in your browser. On the homepage, you will see options to either sign in or sign up for free.

For new users, clicking on the ‘Sign Up for Free’ button will create a new account within minutes. Existing users can log in directly. By signing up, you receive 100 free tasks every month to explore the capabilities of Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, navigate to the dashboard where you can view all your workflows. To create a new workflow, click on the ‘Create Workflow’ button. You will be prompted to name your workflow.

• Enter a name for your workflow, such as ‘Send and Get WhatsApp Message on Successful Instamojo Payment.’
• Select a folder to save your workflow, like ‘WhatsApp Marketing Automations.’
• Click on ‘Create’ to finalize your workflow setup.

After creating the workflow, you will see two key sections: Trigger and Action. The Trigger is what starts the automation, while the Action is what happens as a result. Understanding these components is essential for effective automation using Pabbly Connect.

3. Setting Up Trigger with Instamojo

The next step involves selecting the Trigger application, which will be Instamojo. Choose the trigger event that captures a new sale, which is critical for sending WhatsApp messages. Once selected, Pabbly Connect generates a webhook URL that acts as a bridge for data transfer.

Copy this webhook URL and head to your Instamojo account. In the product settings, find the option to add a webhook. Paste the copied URL and ensure that it captures only successful payment events. This step is crucial for ensuring that your automation works effectively.

• Access the product settings in Instamojo.
• Paste the webhook URL in the designated field.
• Save the settings to activate the connection.

Once the webhook is set up, Pabbly Connect will wait for a response from Instamojo, confirming that the connection is active and ready to capture new sales.

4. Configuring Action to Send WhatsApp Messages

With the Trigger set, the next step is to configure the Action using AI Sensei for WhatsApp messaging. Select WhatsApp by AI Sensei as your Action application and choose the action event to send a template message.

To establish this connection, you will need the API key from your AI Sensei account. Once you have it, paste it into Pabbly Connect to create a new connection. After the connection is successful, you can set up the message template that will be sent to customers.

Create a message template in AI Sensei. Link the template to a live campaign. Map customer details like name and order ID in the template.

After configuring the message, test the Action to ensure that it sends the WhatsApp message correctly. This step confirms that Pabbly Connect is effectively facilitating the communication between Instamojo and WhatsApp.

5. Finalizing the Automation Process

Once the WhatsApp message setup is complete, you can finalize the automation process. This involves ensuring that every time a new sale is made on Instamojo, a confirmation message is sent to the customer, and you receive an internal notification as well.

To do this, repeat the Action configuration for sending internal notifications. Create a new campaign in AI Sensei specifically for internal notifications, and link the relevant template. Map the necessary variables such as order ID, customer name, and amount in the message.

Set up a separate campaign for internal notifications. Map variables to customize internal messages. Test the setup to ensure notifications are received correctly.

After testing, you can confirm that the entire process is automated, allowing you to efficiently manage customer communications through Pabbly Connect.

Conclusion

In this tutorial, we explored how to automate WhatsApp messaging for Instamojo payments using Pabbly Connect. By following the steps outlined, you can streamline customer communications and enhance your business operations effectively.